Business Transition Planning
Women in Transition
As a Wealth Advisor based out of the Richmond, VA office, Jeff counsels his clients in all areas of financial planning. He utilizes a goals based planning approach emphasizing tax efficiency, cash flow management, risk mitigation, philanthropic planning, and investment management. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Life Underwriter®.
Prior to joining The Colony Group, Jeff worked for Northwestern Mutual where he provided financial planning services for a wide array of client needs including education, insurance, tax, investment and estate planning. Prior to Northwestern Mutual, Jeff worked at LPL Financial where he delivered investment and asset allocation guidance for client portfolios.
Jeff graduated, magna cum laude, from Virginia Tech, where he earned his Bachelor of Science in Finance. Outside of the office, Jeff enjoys spending time with his wife and son, as well as spending time with friends on the golf course.
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